Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth.
Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you:

Financial Planning
Asset Management
Insurance & Risk Management
Employee Benefits
Executive Benefits

By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most ã a strong financial future for you and your family.

Lenox Advisors is a certified great workplace by the independent analysts at Great Place to WorkÂ. We earned this credential based on extensive ratings provided by its employees in anonymous surveys. –The •Great Place to Workê survey is an example of our culture where candid, constructive feedback is welcome and addressed. This drives the continuous growth of our entire organization,” added Kim Pillar, Managing Director of Lenox Human Resources.